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Do You Have A Solid Income Plan For Your Retirement?
During our working years, we get used to that predictable paycheck every couple of weeks or months. But when retirement comes, we face a whole new set of challenges. How do you take a lump sum of savings and turn it into consistent, sustainable income? In today's episode, we'll break down the toughest hurdles that retirees face and discuss some practical solutions to make your money work for you for the long haul.
Here’s some of what we discuss in this episode:
- What are the biggest challenges that we see people face when they try to generate income for themselves in retirement?
- The statistics tell us 49% of investors don’t have a retirement income strategy.
- It takes a different skill set and specialty to be a retirement income planner.
- Explaining the bucket approach to planning.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.
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By Bulman Wealth GroupDuring our working years, we get used to that predictable paycheck every couple of weeks or months. But when retirement comes, we face a whole new set of challenges. How do you take a lump sum of savings and turn it into consistent, sustainable income? In today's episode, we'll break down the toughest hurdles that retirees face and discuss some practical solutions to make your money work for you for the long haul.
Here’s some of what we discuss in this episode:
- What are the biggest challenges that we see people face when they try to generate income for themselves in retirement?
- The statistics tell us 49% of investors don’t have a retirement income strategy.
- It takes a different skill set and specialty to be a retirement income planner.
- Explaining the bucket approach to planning.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.